Sunrun Inc (RUN) — 13F Holders Deep Dive (Q2 2026)

RUN ranks #1512 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RUN is a top-conviction position for Greenvale Capital LLP — at 20.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RUN belongs to BlackRock, Inc., but the position matters far more to Greenvale Capital LLP, who has 20.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Invesco Ltd. has added to its RUN position for two straight quarters, increasing it by $27.9M to reach $135.9M today.

BlackRock has trimmed its RUN position for two straight quarters, cutting it by $174.9M while still holding $553.5M.

RUN is down 3.1% today, but institutions show net buying of $687.9M this quarter — a divergence between today's price move and the underlying institutional flow.

RUN posted net income of $403.0M over the trailing twelve months, and currently trades at a P/E of 5.8.

• Profitable — net income of $403.0M over the trailing twelve months
• Revenue grew 63.2% year over year
• Net income improved year over year, from -$2.6B to $403.0M
• Operating cash flow was negative, using $421.4M in cash
• Current ratio of 1.66x — enough short-term assets to cover short-term liabilities
• Liabilities run 5.63x equity — a highly leveraged balance sheet worth noting